How to Send Funnel Builder Data to Jetpack CRM

Jetpack CRM is a CRM that helps you manage contacts and track interactions. If you want Funnel Builder submission synced to Jetpack CRM, you could pay for a cloud automation service. Or you could do it directly from WordPress. This is the direct route.

Why not just use Zapier?

For connecting Funnel Builder to CRM, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with Funnel Builder installed and configured.
• A Jetpack CRM account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Jetpack CRM to AFI

1. Jetpack CRM runs inside WordPress, so no external API key is needed.
2. Make sure the Jetpack CRM plugin is installed and activated.
3. In AFI, select Jetpack CRM as the action platform.
4. Map your fields and save the integration.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Funnel Builder to Jetpack CRM.

2. Pick your trigger

Select Funnel Builder as the form provider. AFI fires when a visitor submits a form or completes a step in a funnel, giving you access to visitor name, email, phone, funnel step, and custom field values.

3. Select Jetpack CRM as the destination

Choose Jetpack CRM from the platform dropdown and pick Add Contact. This creates a contact in Jetpack CRM.

4. Map fields

Match each Jetpack CRM field on the left to the corresponding Funnel Builder field on the right. Common mappings include visitor name, email, phone, funnel step, and custom field values. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Funnel Builder. Check Jetpack CRM to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to Jetpack CRM with unlimited records. Pro adds custom field mapping and deal creation. No per-record fees on any plan.

Frequently asked questions

Which Funnel Builder events trigger the integration?

AFI fires when a visitor submits a form or completes a step in a funnel. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Funnel Builder to Jetpack CRM in minutes.